Audience

Private Equity, Venture Capital, Fund of Funds, Pension Funds, Alternative Asset Managers, Family Offices

About FolioSure

Private market leaders are under pressure to act faster, stay sharper, and deliver deeper insights — all while managing growing data complexity.

FolioSure, powered by Agentic AI, is built to meet that challenge head-on. It enables smarter, faster portfolio monitoring by combining intelligent data extraction, real-time insights, and integrated analytics — purpose-built for private markets teams.

🔹 Cut reporting time by up to 35%
🔹 Streamline workflows with seamless system integrations
🔹 Get support for valuation models, investor queries, and regulatory demands
🔹 Monitor complex structures including CLOs effortlessly

If your current infrastructure can’t keep up with the pace of decisions — it’s time to rethink what’s possible. FolioSure gives you clarity when it matters most.

We serve Private Equity, Fund of Funds, Private Credit, Secondaries, Venture Capital, Alternative Asset Managers, Pension Funds, Sovereign Wealth Funds and Real Assets.

Pricing

Pricing Details:
Contact us for pricing information

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

Acuity Analytics
Founded: 2002
United Kingdom
www.acuityanalytics.com/technology/digital-solutions/private-markets/

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Support
Phone Support
Online

FolioSure Frequently Asked Questions

Q: What kinds of users and organization types does FolioSure work with?
Q: What languages does FolioSure support in their product?
Q: What kind of support options does FolioSure offer?
Q: What type of training does FolioSure provide?
Q: What pricing for support is available for FolioSure?
Q: What pricing for training is available for FolioSure?

FolioSure Product Features

Equity Management

Deal Management
Document Storage
Participant Portal
Portfolio Management
Private Equity
Valuation Management
Cap Table Management
ESOP Management
Financial Modeling
Options Management
Public Equity
VSOP Management
Vesting Management

Financial Reporting

Audit Trail
Balance Sheet
Consolidation / Roll-Up
Forecasting
Multi-Department / Project
Multi-Company
Profit / Loss Statement
Income Statements
Cash Management
"What If" Scenarios
General Ledger

Investment Management

Benchmarking
Client Management
Data Import / Export
For Investors & Traders
Fund Management
Performance Metrics
Portfolio Management
Accounting Management
Bonds / Stocks
Commodities
Compliance Reporting
For Investment Advisors
Modeling & Simulation
Payroll & Commissions
Risk Management